Inflation Reduction Act: What You Should Know

Inflation Reduction Act: What You Should Know The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax,  and an excise tax on certain corporate stock buybacks. Additional funding is also provided to the IRS. Some significant provisions in the Act are discussed below. […]
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Now is the Time to Rebalance | Philip Palumbo

Now is the Time to Rebalance | Philip Palumbo In this video, Phil Palumbo talks about now being the best time to rebalance your investment portfolio. Please Click Here to view.   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its […]
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Why I Started Palumbo Wealth Management | Philip Palumbo

Why I Started Palumbo Wealth Management | Philip Palumbo In today’s video, Phil Palumbo explains why he started investing his money. Please Click Here to view.   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its representatives are properly licensed or […]
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Don’t Be Afraid to Look at Your Finances | Philip Palumbo

Don’t Be Afraid to Look at Your Finances | Philip Palumbo In today’s video, Phil Palumbo speaks about not being afraid to take an honest look at your finances. Please Click Here to view.   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where […]
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Having a Financial Plan is Critical Today | Philip Palumbo

Having a Financial Plan is Critical Today | Philip Palumbo In today’s video, Phil Palumbo explains why having a financial plan is critical for people today. Please Click Here to view.   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its […]
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Who Should Really Have a Financial Plan? | Philip Palumbo

Who Should Really Have a Financial Plan? | Philip Palumbo In today’s video, Phil Palumbo discusses who should have a financial plan. Please Click Here to view.   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its representatives are properly licensed […]
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The Upside of Being Independent | Philip Palumbo

The Upside of Being Independent | Philip Palumbo In today’s video, Phil Palumbo discusses the upside to being independent advisor. Please Click Here to view.   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its representatives are properly licensed or exempt […]
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